@kimmaicutler 1-this includes listings that are entire houses, 2-why does it matter? Consumers are smart enough to pick best option for them
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@michaelrwolfe the report was centered around market sizing Airbnb and its impact on hotel stock, REIT performance - 7 more replies
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@kimmaicutler Do they describe the methodology for controlling for the per-bed/room/person difference? I imagine a big difference in mix. -
@allafarce it's a bit of an apple-to-oranges comparison but it disproves the argument that Airbnb is a cheaper substitute. - 10 more replies
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@kimmaicutler I wonder quality of hotels vs AirBnb there's some super shady cheap hotels that could skew this but who knows -
@blaurenceclark differential is much higher outside of top-tier markets. Much closer in Top 25 markets.
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@kimmaicutler@AthertonKD hm, does this account for the number of people a place can sleep? -
@ARStrasser@AthertonKD don't think so.
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@kimmaicutler can you provide the link to this report? Thanks! -
@benwitte not online, although you can request it from BofA/Merrill Lynch. Analyst is Shaun Kelly. - 1 more reply
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